Portland, OR Office

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

John Pollock is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at M Holdings since 2016 and previously at Scottrade, Inc. since 2004. Outside of his advisory work, he is a member-owner of RTNJHOLDINGS, LLC, a rental property management business. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning supported by third-party sub-advisors and platform providers.

Kelli Gamble is a financial advisor at M HOLDINGS SECURITIES, Inc. with eight years of industry experience. She holds the Series 65 designation and has previously worked at Cable Hill Partners, LLC and Northwestern Mutual. Outside of her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, Oregon. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and custodial arrangements.

Douglas Hall is a financial advisor at M HOLDINGS SECURITIES, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services prior to joining his current firm in 2017. M HOLDINGS SECURITIES, Inc. serves a variety of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Shane Feiman is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding the CFP® and ChFC® designations with 27 years of industry experience. His prior career includes over two decades at Equitable Advisors and AXA Advisors. Feiman serves as a trustee on the board of the Children's Hospital Foundation and is a board member of OtterCares, a private foundation focused on innovation and education. M Holdings Securities, Inc. supports a nationwide network of independent financial professionals serving individuals, retirement plans, charitable organizations, and businesses. The firm provides a wide range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of in-house portfolio management and third-party sub-advisors.

Melanie Carpenter is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with M Financial Group since 2016. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, with an emphasis on suitability-based recommendations and ongoing client monitoring.

Evan Seach is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, he worked at Trustmont Financial Group from 2016 to 2019. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Michael Schoonmaker is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, American Century Investment Services, and National Advisors Trust Company. He also has experience as an independent contractor participating in consulting and focus groups related to wealth management. M Holdings Securities, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary investment management with consulting and financial planning, supported by multiple platform providers and third-party sub-advisors.

Jason Hildebrant is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes three years at Scottrade. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both portfolio managers and third-party sub-advisors to support its investment approach.

Jake Andl is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at M Holdings Securities since 2018 and a prior position at M Financial Group in 2017. He also has experience working at the University of Oregon from 2016 to 2018. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Roberto Gomez is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Fred Meyer, Portland Community College, and Umpqua Bank. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, utilizing a suitability-based approach and both discretionary and non-discretionary investment management programs.

Gabrielle Thomas is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding a Series 66 designation and possessing 10 years of industry experience. She previously worked at JP Morgan Securities, LLC from 2016 to 2019 before joining her current firm in 2019. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing client monitoring and multiple platform providers.